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Stephanie Piedra-Morales

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-31
  • FL RA
    APPROVED
    Since 2026-03-31

Branch Locations

1991Summit Park Drive, Orlando, FL 32810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The University Of Texas At El Paso El Paso TX 08/2016 12/2016
The Village Inn El Paso TX 10/2017 10/2017
Monkey Vapes El Paso TX 06/2016 02/2019
Alorica El Paso TX 02/2019 06/2019
Omni Financial El Paso TX 06/2019 11/2019
Lyft El Paso TX 12/2019 04/2020
Ranstad El Paso TX 04/2020 12/2020
Army-National Guard El Paso TX 06/2018 07/2024
Charles Schwab & Co., Inc Orlando FL 12/2020 Present
Schwab Wealth Advisory Inc Orlando FL 03/2026 Present
  • 08/2016 → 12/2016
    The University Of Texas At El Paso
    El Paso, TX
  • 10/2017 → 10/2017
    The Village Inn
    El Paso, TX
  • 06/2016 → 02/2019
    Monkey Vapes
    El Paso, TX
  • 02/2019 → 06/2019
    Alorica
    El Paso, TX
  • 06/2019 → 11/2019
    Omni Financial
    El Paso, TX
  • 12/2019 → 04/2020
    Lyft
    El Paso, TX
  • 04/2020 → 12/2020
    Ranstad
    El Paso, TX
  • 06/2018 → 07/2024
    Army-National Guard
    El Paso, TX
  • 12/2020 → Present
    Charles Schwab & Co., Inc
    Orlando, FL
  • 03/2026 → Present
    Orlando, FL
Other Businesses

1) Stephanie Piedra Rental Property|Investment Related: No|3206 Olive Point Pl, El Paso, Texas, 79938, USA|Real Estate (Non-Agent/Broker)|Owner/Landlord|1/15/2024|Less than 20 hour/month - 0 during trading hours|Renting out personal home as a short term or long-term rental. Responsibilities include communication with tenants from time to time or with vendors who maintain the home.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-19
S63 Uniform Securities Agent State Law Examination 2022-02-12
  • S66 Uniform Combined State Law Examination
    2025-07-19
  • S63 Uniform Securities Agent State Law Examination
    2022-02-12
Other Names
  • Stephanie Piedra

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